Hilltop Wealth Advisors

Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Hilltop Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 16.9 $34M 240k 139.35
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 11.9 $24M 418k 56.38
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.5 $23M +7% 452k 50.13
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Ishares Tr Core S&p500 Etf (IVV) 10.2 $20M 34k 588.67
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Ishares Tr Core S&p Scp Etf (IJR) 8.8 $17M 151k 115.22
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Select Sector Spdr Tr Sbi Healthcare (XLV) 5.2 $10M +2% 75k 137.57
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $8.1M 169k 47.82
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Ishares Tr Msci Usa Esg Slc (SUSA) 2.7 $5.3M 44k 121.59
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Ishares Tr S&p 500 Val Etf (IVE) 2.3 $4.6M -2% 24k 190.88
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $4.6M +187% 165k 27.71
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Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.0M 15k 264.14
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $3.8M -3% 37k 101.53
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Vanguard World Mega Grwth Ind (MGK) 1.8 $3.5M -2% 10k 343.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $3.2M 73k 44.04
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Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $3.2M 34k 92.59
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Vanguard World Mega Cap Index (MGC) 1.5 $2.9M 14k 212.66
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International Business Machines (IBM) 1.1 $2.3M -2% 10k 219.83
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Microsoft Corporation (MSFT) 1.1 $2.1M -6% 5.1k 421.48
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Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $2.0M -8% 27k 76.14
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Ishares Tr Core Msci Intl (IDEV) 1.0 $2.0M -7% 31k 64.47
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Vanguard World Mega Cap Val Etf (MGV) 1.0 $1.9M 16k 124.91
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.9 $1.8M -9% 44k 41.84
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Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.8M -10% 20k 88.40
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Apple (AAPL) 0.7 $1.4M +3% 5.8k 250.44
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Ishares Tr Esg Aware Msci (ESML) 0.5 $1.1M -9% 25k 42.05
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Vanguard Index Fds Growth Etf (VUG) 0.5 $923k 2.2k 410.52
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $904k +297% 32k 27.87
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $739k -4% 12k 62.31
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Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $728k 37k 19.59
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Ishares Esg Awr Msci Em (ESGE) 0.4 $692k -10% 21k 33.39
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NVIDIA Corporation (NVDA) 0.3 $664k +7% 4.9k 134.28
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $625k -5% 16k 38.37
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Ishares Tr National Mun Etf (MUB) 0.3 $522k -29% 4.9k 106.55
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $497k 7.1k 70.28
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $360k 3.3k 110.25
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Amazon (AMZN) 0.2 $326k +12% 1.5k 219.46
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Ventas (VTR) 0.1 $293k -4% 5.0k 58.89
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Vanguard Index Fds Value Etf (VTV) 0.1 $292k -6% 1.7k 169.33
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Walt Disney Company (DIS) 0.1 $266k 2.4k 111.35
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Meta Platforms Cl A (META) 0.1 $261k +6% 446.00 585.33
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $257k NEW 1.4k 189.30
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $256k -98% 3.7k 68.43
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JPMorgan Chase & Co. (JPM) 0.1 $253k -12% 1.1k 239.80
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $248k 921.00 269.69
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Wal-Mart Stores (WMT) 0.1 $243k -14% 2.7k 90.35
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $243k 451.00 538.25
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Abbvie (ABBV) 0.1 $238k +3% 1.3k 177.70
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Abbott Laboratories (ABT) 0.1 $238k 2.1k 113.11
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $214k 3.3k 65.36
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Tesla Motors (TSLA) 0.1 $211k NEW 521.00 404.06
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Ballard Pwr Sys (BLDP) 0.0 $18k NEW 11k 1.66
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Past Filings by Hilltop Wealth Advisors

SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019

View all past filings